Plante Moran Financial Advisors’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Plante Moran Financial Advisors’s Portfolio PSCH Stock Details PSCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-696	Closed	-$30.6K	–	875
2022 Q4	$30.6K	Hold	696	–	–	﹤0.01%	381
2022 Q3	$31K	Hold	696	–	–	0.01%	380
2022 Q2	$32K	Hold	696	–	–	0.01%	379
2022 Q1	$37K	Hold	696	–	–	0.01%	377
2021 Q4	$42K	Hold	696	–	–	0.01%	398
2021 Q3	$42K	Sell	696 -21	-3%	-$1.31K	0.01%	416
2021 Q2	$46K	Buy	717 +21	+3%	+$1.31K	0.01%	393
2021 Q1	$43K	Hold	696	–	–	0.01%	394
2020 Q4	$39K	Hold	696	–	–	0.01%	401
2020 Q3	$31K	Hold	696	–	–	0.01%	405
2020 Q2	$28K	Hold	696	–	–	0.01%	374
2020 Q1	$24K	Hold	696	–	–	0.01%	357
2019 Q4	$30K	Hold	696	–	–	0.01%	401
2019 Q3	$26K	Buy	+696	New	+$26.9K	0.01%	447
2019 Q1	–	Sell	-534	Closed	-$19K	–	896
2018 Q4	$19K	Buy	+534	New	+$21.9K	0.01%	437

Other funds holding PSCH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plante Moran Financial Advisors's PSCH Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Invesco S&P SmallCap Health Care ETF (PSCH) in Q1 2023, closing a stake of 696 shares — an estimated $30.6K sold.

Plante Moran Financial Advisors first reported a position in PSCH in Q4 2018 and held it in 15 quarters. The position peaked at $46K in Q2 2021. 83 funds tracked by Wall St. Rank hold PSCH as of Q1 2023.

Plante Moran Financial Advisors reported no remaining Invesco S&P SmallCap Health Care ETF position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 696 Invesco S&P SmallCap Health Care ETF shares in Q1 2023, an estimated $30.6K.
Plante Moran Financial Advisors first reported a position in Invesco S&P SmallCap Health Care ETF in Q4 2018 and held it in 15 quarters.
Plante Moran Financial Advisors's Invesco S&P SmallCap Health Care ETF position peaked at $46K in Q2 2021.
83 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.